River Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

River Wealth Advisors’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-255	Closed	-$20K	–	513
2018 Q4	$20K	Hold	255	–	–	0.01%	341
2018 Q3	$25K	Hold	255	–	–	0.01%	359
2018 Q2	$22K	Buy	+255	New	+$22.5K	0.01%	348

Other funds holding XAR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

River Wealth Advisors's XAR Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2019, closing a stake of 255 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in XAR in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 160 funds tracked by Wall St. Rank hold XAR as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 255 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2019, an estimated $20K.
River Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $25K in Q3 2018.
160 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.